Independent financial advice

Financial Partners
For Life.

Client centred financial planning. We aim to inspire, give clarity and confidence over all things financial giving you the freedom to live.

Life changing financial planning.

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What does a secure financial future look like to you?

Does it mean when you might be able to retire comfortably...

Does it mean having the choice to do what you want when you want...

Does it mean having the freedom to do more of what you love...

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What do you wish to accomplish with your life?

What are your aspirations...

What’s on your bucket list…not got one? Let’s create one

Who do you want to share this with…

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If you had more time what would you do with it?

Is there something you’ve always wanted to learn…

Is there somewhere you’ve always wanted to go…

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Why do we ask these questions?

As a financial planner we need to understand who you are, what matters to you and how all of this information fits into a financial plan. Without meaning and purpose a financial plan is a piece of paper with little value to a client. Once we understand the “why” we can help to create a plan to achieve these goals.

Start your road to financial freedom here: Talk to us

SERVICES TAILORED TO YOU
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Business Owners

Financial planning for company Directors and business owners is what Principle Investment really excels at.

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Professionals

As an independent financial adviser, we offer an ongoing review service to provide investment advice to ensure your money works hard for you, with no bias towards the partners we choose to work with.

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Retirees

Through careful planning, you can become financially independent in order to live the life you want in retirement.

How we helped

Client Stories

View all

  • Financial protection for a young family

    Financial Protection for Young Families - Jack and Gemma Shaylor

    Jack & Gemma Shaylor

    Background: Jack and Gemma became clients when they purchased their first home in 2013 initially requiring mortgage advice. Gemma works in marketing and Jack in Pharmaceutical sales for large companies. From the early stages of the initial meeting their needs ha...

    Read their story

  • Personal and Corporate Financial Planning

    Personal Financial Planning - Peter & Susan Mason

    Peter & Susan Mason

    Background: Peter and Susan were initially introduced to Charles over ten years ago via a professional connection through their bank. Their bank manager knew that the clients would benefit from the personal and corporate financial planning that Principle special...

    Read their story

Our team

About Us

Alex Vincent, Financial Adviser, Principle Investment Management

Alex Vincent DipPFS

Managing Director

Charles Vincent, Financial Adviser, Principle Investment Management

Charles Vincent

Financial Adviser

Joel Birkhead – DipPFS

Financial Planner

Jane Leech, Principle IM, Client Relationship MAnager

Jane Leach

Client Relationship Manager

Joanna Wilson, Pension Specialist, Principle Investment Management

Joanna Wilson

Pension Specialist

Craig Alexander, Client Relationship Manager

Craig Alexander

Client Relationship Manager

Rachel Dowdy (Client Relationship Manager) Principle Investment

Rachael Dowdy

Client Relationship Manager

Rod Shreeve, Accounts

Rod Shreeve

Accounts

We simplify client’s financial affairs, establish goals and help clients live a life worth living. We exist to serve our clients so that they can spend more time with their families and do more of what they want, when they want.

Our Approach

  1. Service: Putting clients at the forefront of what we do. Developing a service that works for you and your exact needs. We ask you what you want from us.
  2. Integrity & Trust: We will become very involved in all things financial and your closest personal thoughts and aspirations. Integrity, privacy and trust are essential for the relationship to work long term.
  3. Understanding you: What is important to you, your values and bringing a plan together to help live the life you aspire to. Help you plan, maintain and live the life you want.
  4. Organisation: We will bring order to your financial life working with you on an ongoing basis to achieve this.
  5. Financial partners: We bring insight from the outside to help avoid emotionally driven decisions. We won’t always agree with you and will always provide an impartial and balanced views on your financial affairs and life decisions when called upon.
  6. Transparency: We will agree with you our fees in advance of any work so it is very clear how we get paid and what we are going to do for you as clients.
  7. Technical expertise: We strive to be at the forefront of our own knowledge and education. Principle encourage a programme of improvement and education for all staff.

Resources

Do you have a clear retirement savings target

Why cash isn't always King!

With global stock markets rising to record levels this year, attitudes towards investing make for interesting reading. New research suggests that…

Economic Investment Update - January 2021

In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are…

Market Correction and Coronavirus

Market correction reminds us time in the market matters

The coronavirus crisis continues to bite with global financial markets experiencing another tough day.

Despite a coordinated effort from central…

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Reviews and Ratings for Financial adviser Alex Vincent, Stockport